Unclaimed Profile

Denise M Caruso

GARDNER LEWIS ASSET MANAGEMENT LP·CHADDS FORD, Pennsylvania

Clean record7 years registeredGARDNER LEWIS ASSET MANAGEMENT LP

285 WILMINGTON WEST CHESTER PIKE, CHADDS FORD, PA 19317-9039CRD# 7023136Firm CRD# 105033

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Denise M Caruso · CHADDS FORD, PA

Registration

CRD #7023136 · GARDNER LEWIS ASSET MANAGEMENT LP · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GARDNER LEWIS ASSET MANAGEMENT LP

THE SWARTHMORE GROUP, INC.

Sep 2018 – Dec 2022

PHILADELPHIA, PA

Registrations & Exams

Registration record

First registered · September 24, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GARDNER LEWIS ASSET MANAGEMENT LP

CRD 105033 · SEC 801-36476

AUM

$357M

Regulatory assets under management

Employees

18 client accounts

Services offered by GARDNER LEWIS ASSET MANAGEMENT LP

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at GARDNER LEWIS ASSET MANAGEMENT LP →

Introduction

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Frequently Asked Questions

What services does Denise M Caruso offer?

Denise M Caruso specializes in Investment Management, Retirement Planning, Wealth Management.

What are Denise M Caruso's credentials?

Denise M Caruso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Denise M Caruso located?

Denise M Caruso is based in CHADDS FORD, Pennsylvania, last registered with GARDNER LEWIS ASSET MANAGEMENT LP.

How does Denise M Caruso charge for services?

Denise M Caruso's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GARDNER LEWIS ASSET MANAGEMENT LP?

GARDNER LEWIS ASSET MANAGEMENT LP has approximately 10 employees and manages $357M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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